CT Financial Advisors’s Amgen AMGN Stock Holding History

CT Financial Advisors’s Portfolio AMGN Stock Details AMGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$2.18M	Sell	13,278 -53	-0.4%	-$8.81K	1.34%	17
2016 Q4	$1.95M	Hold	13,331	–	–	1.24%	23
2016 Q3	$2.22M	Sell	13,331 -1,150	-8%	-$194K	1.36%	21
2016 Q2	$2.2M	Buy	14,481 +550	+4%	+$85.5K	1.36%	21
2016 Q1	$2.09M	Sell	13,931 -169	-1%	-$25.1K	1.18%	25
2015 Q4	$2.29M	Hold	14,100	–	–	1.32%	19
2015 Q3	$1.95M	Hold	14,100	–	–	1.22%	22
2015 Q2	$2.16M	Sell	14,100 -292	-2%	-$46.8K	1.23%	22
2015 Q1	$2.3M	Hold	14,392	–	–	1.27%	19
2014 Q4	$2.29M	Buy	+14,392	New	+$2.24M	1.73%	13
2014 Q1	$2.3M	Buy	+14,392	New	+$1.75M	1.27%	19

Other funds holding AMGN

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CT Financial Advisors's AMGN Position: Q1 2017 in Review

CT Financial Advisors reduced its Amgen (AMGN) stake by 0.4% in Q1 2017, selling an estimated $8.81K and leaving 13,278 shares worth $2.18M. The position accounts for 1.34% of the portfolio, ranked #17.

CT Financial Advisors first reported a position in AMGN in Q1 2014 and has held it in 11 quarters since. The position peaked at $2.3M in Q1 2015. 1,600 funds tracked by Wall St. Rank hold AMGN as of Q1 2017.

CT Financial Advisors held 13,278 shares of Amgen worth $2.18M as of Q1 2017.
CT Financial Advisors sold 53 Amgen shares in Q1 2017, an estimated $8.81K.
Amgen made up 1.34% of CT Financial Advisors's portfolio in Q1 2017, its #17 holding.
CT Financial Advisors first reported a position in Amgen in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Amgen position peaked at $2.3M in Q1 2015.
1,600 funds tracked by Wall St. Rank held Amgen as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.